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2015年至今石油化工PB(MRQ)相较历史均值变化
2015年至今石油化工PB(MRQ)相较历史均值变化
行业数据
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图片大小:91KB
图片尺寸:1177*814
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所属报告:
【中国银河】化工行业2026年年度策略报告:周期成长共舞,迎接化工主升浪-251121(67页).pdf
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产业链
2026-05-06
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台积电PB(MRQ)估值
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行业数据
2026-03-09
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图5、2020年初至2026年2月底港股主要绿电运营商PB-MRQ
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行业数据
2026-03-05
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SW基础化工及石油石化子板块周涨跌幅(%)
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行业数据
2026-01-14
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2025H1中国石油化工行业按收入计算,各经营主体市场份额情况(亿元)
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竞争格局
2025-12-29
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2026-07-30
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2026-07-30
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2026-07-30
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从估值来看,截至 11 月 18 日,基础化工和石油化工 PE(TTM)分别为 28.3x、22.9x,较 2015年以来的历史均值 28.3x、16.4x 溢价水平分别为 0.02%、40.01%;PB(MRQ)分别为 2.6x、1.1x,较 2015 年以来的历史均值 2.8x、1.2x 溢价水平分别为 -9.53%、-6.50%。当前时点基础化工行业市净率仍处在 2015 年以来的历史中枢偏低水平,随着“反内卷”浪潮连续发力,“强预期”有望逐渐带来“强现实”的价格提升、业绩改善,化工板块配置价值值得重视。
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【中国银河】化工行业2026年年度策略报告:周期成长共舞,迎接化工主升浪-251121(67页).pdf
【中国银河】化工行业2026年年度策略报告:周期成长共舞,迎接化工主升浪-251121
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